• STATUS
  • CASH
  • AUDIT
  • HUMAN

How to monitor expense approvals and cash with your AI

Connect freee to your AI client once. From then on, you can pull expense statuses and account balances through a simple chat interface.

Ask AI about this page

Short answer

Can I check expense statuses and bank balances with my AI?

Yes. Your AI uses the freee MCP to pull a list of pending expense claims and check your available cash in connected accounts. You'll get specific details on claim progress and current wallet balances.

Where your data lands.

Real-time financial visibility.

The AI processes your requests and organizes the information into these specific outcomes.

STATUS

Expense tracking

The AI pulls the current state of every claim. You'll see exactly which employee expenses are stuck in approval or already paid.

CASH

Balance checks

Your agent looks up the funds in your connected accounts. You get a clear view of your available cash without logging into a dashboard.

AUDIT

Discrepancy alerts

By comparing expense totals against account balances, the AI identifies where your cash flow might be tight. This helps you spot issues early.

HUMAN

Manual intervention

The AI only reads and lists data. If you need to approve a specific claim or move money, you still need to log in to freee to take that action.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your freee account.

  1. Fetch expense lists

    The AI scans your freee account to find all submitted expense claims.

    list_expenses

  2. Check account balances

    Your agent looks at the specific walletable accounts you have connected.

    list_walletables

  3. Filter for status

    The AI sorts through the raw data to find only the pending or rejected claims you asked about.

    list_expenses

  4. Summarize cash position

    The agent combines the expense data with your current bank balances to give you a snapshot of your liquidity.

    list_expenseslist_walletables

Try it

Copy these to start.

Use these lines to begin interacting with your freee data.

Starting points

These are basic prompts. Swap out the specific names or dates to get exactly what you need.

freee Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mBJJu4QNHd8r0NqJx1YtOBSFbBadt9Yxl5fr0tYC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — freee capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "freee-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mBJJu4QNHd8r0NqJx1YtOBSFbBadt9Yxl5fr0tYC/mcp"
    }
  }
}
Copy into chat04

  • Show me all the employee expense claims that are still pending approval.

  • What is the current balance in my main operating account?

  • List all expenses submitted by Sarah last week.

  • Compare my total pending expenses against my current bank balance.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect freee once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect freee to your AI

FAQ

How this task behaves.

  • 01

    Can the AI approve an expense claim for me?

    No. The current tools only allow the AI to list and read expense data. You must log in to freee to actually approve or reject a claim.

  • 02

    Can the AI move money between my bank accounts?

    No. The AI can only check your balances using the list_walletables tool. It cannot execute transfers or any other financial transactions.

  • 03

    Does the AI see all my bank accounts?

    The AI only sees the accounts you have explicitly connected and made available through the freee integration.

  • 04

    Can I ask about specific employees?

    Yes. You can ask the AI to filter the expense list by specific names or departments.

  • 05

    Will my login info be shared with the AI model?

    No. Vinkius manages the connection securely. Your AI client only interacts with the data provided by the tools.

  • More questions about freee? See everything the freee Connector can do

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